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Procore

Set Bidder Information at the Company Level

This is a prerequisite step you will need to do before you create a bid package and invite bidders to bid on it.

Objectives

  1. To set bidder information for vendors/companies in the company's Directory tool.
  2. Set a default bid invitee list for a company so that certain users will be sent bid invitations.
  3. Enter cost codes and trades so that the company will show up in search results for those specific qualifiers in the Bidding tab. See Search for and Invite Bidders for more information on searching for bidders by cost code.

Things to Consider

  • Required User Permission: 'Admin' on the company's Directory tool.

Steps

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory.
  2. Click the Companies view. 
  3. Located the desired company record. Then click Edit
    This opens the company's record in edit mode. 
  4. Click the Bidder Info tab.
    This reveals the Bidding Information area. 
  5. Choose from these options:
    • If you are updating a company record for a U.S. government job that requires disclosure of the following information, mark the checkboxes that apply to the company.
      OR
    • If you are updating a company record where collection of such data is not required or is prohibited by law in your jurisdiction, please disregard the checkboxes and proceed to the next step. 

      bidder-info-tab.png
       
  6. Add users to the Default Bid Invitee List so that those users will receive the bid invitations for that company.
  7. Set trades and cost codes so that company will appear when searching by trade or cost code in the Bidding tab.
    • Cost Code: Select which cost codes apply to this company/cost codes you wish to search for and have this company pull up when searching for bidders on a bid package.
    • Trade: A generic description to classify what kind of work this company does. (i.e. Electrical, Mechanical, HVAC, etc.) If this is not set up already, you can add trades to your company by following the instructions in Add a Custom Trade.
  8. At the bottom of this page, you will see a list of bids the company has recently bid on. Click the links to view the big package or project in Procore. (Note: You must have permissions to view these projects/bids for them to show up here).
    bidderinfo22015-06-10_10-16-55.png
     
  9. Leave a Comment: This section is designed to assist you in your decision making when searching for bidders.
    • You have the option to leave a comment on their work rate their work with a 1-5 star system. (Note: The star rating system will appear when searching for bidders in Procore.)
    • Attach any relevant files for your records.

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  1. Click Save to save your changes.